Consultant

Summary

Momentive Software provides cloud-based software and services for purpose-driven organizations, and its Cobalt team specializes in agile Microsoft Dynamics 365 implementations and related products. The Consultant will work with clients to understand business objectives and deliver aligned software solutions through requirements gathering, configuration, business analysis, documentation, quality assurance, data migration, and project management.

Responsibilities

• Learn and master Microsoft Dynamics 365 and Cobalt's product to effectively configure no-code solutions for our clients
• Provide hands-on guidance to clients on best practices for leveraging Cobalt and Microsoft Dynamics 365
• Lead requirements gathering and discovery sessions to translate client business processes into Cobalt configurations
• Assist with business analysis, functional documentation, quality assurance, and system configuration activities throughout the software development life cycle
• Determine database and Microsoft Dynamics 365 configuration needs and requirements for new clients
• Support data conversion and migration from legacy systems into Cobalt
• Maintain regular communication with clients during projects to develop trust and cooperation
• Manage project deliverables, timelines, and client expectations for your implementation projects, supported by a project management officer (PMO)
• Manage multiple concurrent client implementations while working with minimal supervision

Skills

• Requires 2 to 4 years of related experience in software implementation, CRM or AMS consulting, or client-facing professional services
• Bachelor's degree in Information Technology, Information Systems, Business, or a related field, or equivalent experience
• Experience configuring a CRM or AMS platform (such as Microsoft Dynamics 365, Salesforce, or a comparable system)
• Proficient in Office 365, including Microsoft Word, Excel, PowerPoint, and Outlook
• Familiarity with SQL, reporting tools, and data migration concepts
• Demonstrated ability to learn new software applications quickly
• Excellent verbal and written communication, organization, and follow-up skills
• Demonstrated ability to build long-term relationships and trust with customers
• Excellent relationship-building skills and ability to work both individually and as a member of a team
• Proven ability to manage multiple tasks and priorities with minimal supervision
• Ability to work effectively within a fast-paced, deadline-driven environment
• This is a remote position. Team members who prefer in-person collaboration are welcome at our Arlington, VA office, where several colleagues work regularly
• Extended viewing of computer screens
• Spends time at a computer workstation and desk
• Moves throughout department or other locations to access or exchange information
• May involve carrying loads up to 50 lbs. and being able to remain in a stationary position
• May involve lowering oneself to file, and reaching, twisting or turning
• Involves handling office materials, typing, writing and other tasks that require manual dexterity
• Continuous listening
• Ability to communicate information
• This job may require accommodating different bodily movements and physical abilities
• Some overnight travel may be required for client and team engagements

Qualifications

Must Haves

• Requires 2 to 4 years of related experience in software implementation, CRM or AMS consulting, or client-facing professional services
• Bachelor's degree in Information Technology, Information Systems, Business, or a related field, or equivalent experience
• Experience configuring a CRM or AMS platform (such as Microsoft Dynamics 365, Salesforce, or a comparable system)
• Proficient in Office 365, including Microsoft Word, Excel, PowerPoint, and Outlook
• Familiarity with SQL, reporting tools, and data migration concepts
• Demonstrated ability to learn new software applications quickly
• Excellent verbal and written communication, organization, and follow-up skills
• Demonstrated ability to build long-term relationships and trust with customers
• Excellent relationship-building skills and ability to work both individually and as a member of a team
• Proven ability to manage multiple tasks and priorities with minimal supervision
• Ability to work effectively within a fast-paced, deadline-driven environment
• This is a remote position. Team members who prefer in-person collaboration are welcome at our Arlington, VA office, where several colleagues work regularly
• Extended viewing of computer screens
• Spends time at a computer workstation and desk
• Moves throughout department or other locations to access or exchange information
• May involve carrying loads up to 50 lbs. and being able to remain in a stationary position
• May involve lowering oneself to file, and reaching, twisting or turning
• Involves handling office materials, typing, writing and other tasks that require manual dexterity
• Continuous listening
• Ability to communicate information
• This job may require accommodating different bodily movements and physical abilities

Nice to Haves

• Some overnight travel may be required for client and team engagements

Benefits

• Medical, Dental & Vision Benefits
• 401(k) Savings Plan with Company Match
• Flexible Planned Paid Time Off
• Generous Sick Leave
• Inclusive & Welcoming Environment
• Purpose-Driven Culture
• Work-Life Balance
• Commitment to Community Involvement
• Employer-Paid Parental Leave
• Employer-Paid Short-Term Disability
• Remote Work Flexibility